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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 20-8764829 | Pension Consulting | $200,000 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $140,920 |
PROSKAUER ROSE LLP6 years Service code 29 · EIN 13-1840454 | Legal | $118,610 |
BWD GROUP LLC10+ years Service code 53 PO BOX 9101 · PLAINVIEW, NY 118031737 | Insurance Commissions | $79,718 |
BLACKROCK10+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 P.O. BOX 978604 · DALLAS, TX 753978604 | Investment Management | $78,443 |
ERNST & YOUNG LLP6 years Service code 10 200 PLAZA DRIVE · SECAUCUS, NJ 07094 | Accounting | $77,644 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $77,624 |
BREDHOFF & KAISER6 years Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $75,469 |
Filed as: WESTERN ASSET MANAGEMENT LLC Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $67,607 |
BLAKE & UHLIG, P.A.6 years Filed as: BLAKE, CASSELS & GRAYDON Service code 29 | Legal | $13,389 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 8.09% | 8.88%-0.8pp | 8.93%-0.8pp | 8.88%-0.8pp |
| Employer contribution / active EE | $42,006 | $15,934+163.6% | $34,172+22.9% | $15,934+163.6% |
| Participant deferral / active EE | $0 | $753-100.0% | $44-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |